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OpenArc Corporate Advisory

Wholly committed to the pursuit of independence and empowerment. OpenArc Corporate Advisory, an independent wealth management firm based in Atlanta, was formed by one of the largest teams ever to transition from a major wirehouse to independence through Dynasty Financial Partners. As a new entity, the team needed a complete brand foundation — from strategic […]

  • Financial Services
  • Branding
  • Print
  • Web

Traveka Wealth

We created a down-to-earth, optimistic wealth management brand that focuses on the journey.

  • Financial Services
  • Branding
  • Print
  • Web

VistaShares

VistaShares’ next-generation thematic ETFs are on the horizon of innovation. We created a brand to match.

  • Financial Services
  • Branding
  • Print
  • Web

SalesPage

Rebranding a fintech industry leader to reflect its expertise, culture, and vision.

  • Technology
  • Branding
  • Web

Lexington Partners

Lexington Partners’ extraordinary team and reputation lay the basis for a rebrand that celebrates the firm’s promising future and remarkable past.

  • Financial Services
  • Branding
  • Print
  • Web

Syracuse University College of Professional Studies

Connecting military personnel with life-changing education opportunities through a multichannel, multimedia awareness campaign.

  • Education
  • Web

Spectrum

Creating print and digital graphics across many business lines for over 16 years.

  • Technology
  • Branding
  • Print
  • Web

New York Life

Since 2017, we’ve developed a vast array of creative work — and a true partnership.

  • Financial Services
  • Human Services
  • Print
  • Web

TritonPoint Wealth

With the ocean as our inspiration, we crafted a modern and impactful brand for TritonPoint Wealth.

  • Financial Services
  • Branding
  • Print
  • Web

Reality House

Creating a new brand look for Reality House that’s as bright as its clients' futures.

  • Human Services
  • Branding
  • Print
  • Web

Dynamic Wealth Group

One refined brand. Three new websites.

  • Financial Services
  • Branding
  • Web

Financial Communications Society

We designed a new website to start the next chapter for this not-for-profit’s 55-year legacy.

  • Financial Services
  • Print
  • Web

Wasatch Global Investors

We rebranded Wasatch Global Investors to clearly express their 100% focus on investment management.

  • Financial Services
  • Branding
  • Print
  • Web

Tweedy, Browne

Bringing elegance and modernity to a century-old bastion of value investing.

  • Financial Services
  • Branding
  • Print
  • Web

Presilium Private Wealth

Through prescience, Presilium creates wealth management plans that are resilient in the face of challenge, thus bringing their clients stability and equilibrium.

  • Financial Services
  • Branding
  • Print
  • Web
premier path cover img

Premier Path Wealth Partners

Complete branding and web design for premier advisory firm

  • Financial Services
  • Branding
  • Web

Geller

We merged Geller’s two websites into one hub for their online presence, and a framework for their next chapter

  • Financial Services
  • Branding
  • Web

Advisors Assets Management

March Madness? The Masters? We created a campaign that hit home with AAM’s audience

  • Financial Services
  • Web

Nordwand Capital

We created a brand that evokes exclusivity by referencing its namesake mountain

  • Financial Services
  • Branding
  • Print
  • Web

Paragon Data Labs

Refining the image for a rising force in fintech

  • Financial Services
  • Technology
  • Branding
  • Print
  • Web

Stevens Institute of Technology

Collaborating with their team to reach prospects and employers.

  • Education
  • Branding
  • Print
  • Web

The Cardea Group

A sophisticated new look for a recruiting firm that achieves excellent results with an excellent level of care.

  • Human Services
  • Branding
  • Web

DayMark Wealth Partners

A brand based on a nautical navigation tool symbolizing guidance and servant leadership

  • Financial Services
  • Branding
  • Print
  • Web

Janus Henderson Investors

We partnered with marketing team at Janus Henderson to bring the emotion of market uncertainty to life

  • Financial Services
  • Print
  • Web

Intergy Private Wealth

A wealth management brand that's as strong and energetic as its Colorado Springs locale.

  • Financial Services
  • Branding
  • Print
  • Web

Nilsine Partners

A brand to reflect wealth management with a person-first perspective.

  • Financial Services
  • Branding
  • Print
  • Web

The Invictus Collective

A team of wealth management experts, guided by an entrepreneurial ethos.

  • Financial Services
  • Branding
  • Print
  • Web

ABS Global Investors

Global Reach. Local Approach. Differentiated Results.

  • Financial Services
  • Branding
  • Print
  • Web

Cyndeo Wealth Partners

We developed a brand for Cyndeo Wealth Partners to emphasize connectivity and impact

  • Financial Services
  • Branding
  • Print
  • Web

Keebeck Wealth Management

We built a brand for Keebeck that enabled them to step forward

  • Financial Services
  • Branding
  • Print
  • Web

Jackson Square Partners

One team, one philosophy, one mission and one website

  • Financial Services
  • Web

Americana Partners

We provided Americana Partners with a brand to help them go national

  • Financial Services
  • Branding
  • Print
  • Web

Syracuse VPA

A brand to celebrate a collaborative, creative college within a university setting

  • Education
  • Branding
  • Print
  • Web

Syracuse University News

The go-to source for students, alumni, faculty and the media

  • Education
  • Web

Syracuse Whitman School of Management

Alumni magazine issue devoted to NYC Janmester programming

  • Education
  • Print
  • Web

EngageWell IPA

We amplified EngageWell IPA’s message to the New York City community so they could reach more people in need

  • Human Services
  • Branding
  • Print
  • Web

AsOne Healthcare IPA

Acting ‘as one’ to deliver whole-person care to all, with a brand that supports their mission

  • Human Services
  • Branding
  • Print
  • Web

High Note Wealth

Positioning High Note Wealth as a firm that helps clients live their best financial lives

  • Financial Services
  • Branding
  • Print
  • Web

Athena Art Finance

We helped launch this discreet provider of bespoke financing solutions for the global blue-chip art market

  • Financial Services
  • Branding
  • Print
  • Web

R&T

We brought new meaning to the "and" in Reich & Tang.

  • Financial Services
  • Branding
  • Print
  • Web

Friends Seminary

18th Century Heritage, 21st Century Vision

  • Education
  • Branding
  • Print
  • Web

GemShares

We secured GemShares' place in the market with a dynamic brand and website

  • Financial Services
  • Branding
  • Print
  • Web

Shorehaven Wealth Partners

A better life through better planning

  • Financial Services
  • Branding
  • Print
  • Web

Brightwood Capital Advisors

A dynamic site for a dynamic investment manager

  • Financial Services
  • Print
  • Web

Regent Peak Wealth Advisors

Branding Regent Peak to help them make it happen for their clients

  • Financial Services
  • Branding
  • Print
  • Web

Venture Visionary Partners

We constructed a brand that mirrors their mantra of Clear Vision. Smart Solutions

  • Financial Services
  • Branding
  • Print
  • Web

Centerstone Investors

Creation of a strong and regal brand for a value-oriented investment manager

  • Financial Services
  • Branding
  • Print
  • Web

Aaron Wealth

The quality of an institutional leader, the personal attention of an exclusive boutique

  • Financial Services
  • Branding
  • Print
  • Web

Interchange Capital Partners

Launching a company built on clarity and action to mitigate risk and capture opportunity

  • Financial Services
  • Branding
  • Print
  • Web

Proquility Private Wealth Partners

An advisor and counselor, empowering their clients to enjoy what matters most

  • Financial Services
  • Branding
  • Print
  • Web

Leverty Financial Group

Providing clarity, integrity, expertise, commitment through comprehensive financial planning

  • Financial Services
  • Print
  • Web

Calamos Wealth Management

Creating a familial, yet distinctive voice within a global investment firm

  • Financial Services
  • Branding
  • Print
  • Web

Neo Alternatives

A brand to present innovative solutions for a sophisticated clientele, with a current focus on the high-growth cannabis industry

  • Financial Services
  • Branding
  • Print
  • Web

Great Diamond

Helping Great Diamond Partners introduce themselves

  • Financial Services
  • Branding
  • Print
  • Web

Brandywine Oak Private Wealth

We positioned Brandywine Oak as a financial advocate, coach and friend

  • Financial Services
  • Branding
  • Print
  • Web

Bond IT

Striving to Make BondIT a Name Known Industry-wide

  • Technology
  • Print
  • Web

Bailard

A website that enables both sides of the business to shine

  • Financial Services
  • Web

Unique Wealth

Time, coral and the sea are the inspiration for this Tampa-based wealth manager

  • Financial Services
  • Web

The Needham Group

Needham's two websites find unity and revitalization through our brand and digital refresh.

  • Financial Services
  • Branding
  • Print
  • Web

Intrepid Capital Management

Our first goal: illuminate Intrepid Capital Funds’ unique investment philosophy; our second: introduce their private wealth focus/subsidiary

  • Financial Services
  • Branding
  • Print
  • Web

Hamlin Capital Management

Iconic NYC images to present enduring strategies for wealth preservation and long-term capital appreciation

  • Financial Services
  • Web

Rothko Investment Strategies

Innovative portfolio solutions driven by Artificial Intelligence

  • Financial Services
  • Branding
  • Web

Coordinated Behavioral Care

Creating a warm and vibrant brand to match the important work CBC provides the community

  • Human Services
  • Branding
  • Print
  • Web

Amplius Wealth Advisors

Solving complex decisions to best protect, sustain, and transfer wealth

  • Financial Services
  • Branding
  • Print
  • Web
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